SBI Automotive Opportunities Fund Direct Growth

SBI Automotive Opportunities Fund Direct Growth

1M
6M
1Y
All
NAV: 10 Jun '26
₹11.70
Min. for SIP
₹500
Fund size (AUM)
₹5,074.99 Cr
Expense ratio
0.84%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,308
+2.05%
6 months₹30,000₹30,659
+2.20%
1 year₹60,000₹64,403
+7.34%

Holdings (34)

NameSectorInstrumentsAssets
Mahindra & Mahindra LtdConsumer DiscretionaryEquity14.65%
Eicher Motors LtdConsumer DiscretionaryEquity7.28%
Maruti Suzuki India LtdConsumer DiscretionaryEquity5.25%
TVS Motor Company LtdConsumer DiscretionaryEquity4.82%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity4.79%
Bharat Forge LtdConsumer DiscretionaryEquity4.68%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity3.82%
Tata Motors LtdIndustrialsEquity3.63%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity3.48%
Sansera Engineering LtdConsumer DiscretionaryEquity3.47%
Ather Energy Ltd.Consumer DiscretionaryEquity3.32%
Tenneco Clean Air India Ltd.Consumer DiscretionaryEquity3.31%
Happy Forgings Ltd.MaterialsEquity3.30%
RepoUnspecifiedRepo3.24%
Craftsman Automation LtdConsumer DiscretionaryEquity3.18%
UNO Minda LtdConsumer DiscretionaryEquity2.89%
Gabriel India LtdConsumer DiscretionaryEquity2.67%
Schaeffler India LtdIndustrialsEquity2.44%
Timken India LtdIndustrialsEquity2.43%
Belrise Industries Ltd.Consumer DiscretionaryEquity2.35%
Kingfa Science & Technology (India) LtdMaterialsEquity1.88%
Minda Corporation LtdConsumer DiscretionaryEquity1.84%
SEDEMAC Mechatronics Ltd.IndustrialsEquity1.81%
Endurance Technologies LtdConsumer DiscretionaryEquity1.65%
ASK Automotive Ltd.Consumer DiscretionaryEquity1.56%
Asahi India Glass LtdConsumer DiscretionaryEquity1.32%
Ashok Leyland LtdIndustrialsEquity1.28%
Tube Investments Of India LtdConsumer DiscretionaryEquity1.16%
Sundram Fasteners LtdIndustrialsEquity1.07%
Alicon Castalloy LtdConsumer DiscretionaryEquity0.61%
Sundaram - Clayton Dcd LtdConsumer DiscretionaryEquity0.56%
Rolex Rings LtdIndustrialsEquity0.29%
GOVERNMENT OF INDIA 36714 364 DAYS TBILL 19NV26 FV RS 100FinancialTreasury Bills0.10%
Net PayablesUnspecifiedNet Payables-0.13%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+2.7%+4.0%+22.2%+17.9%
Category average (Equity Thematic)----+14.6%--
Rank (Equity Thematic)111--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

PK
Pradeep Kesavan
May 2024 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

TD
Tanmaya Desai
May 2024 - Present
View details

Education
Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
Experience
Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.

About SBI Automotive Opportunities Fund Direct Growth

SBI Automotive Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Pradeep Kesavan is the Current Fund Manager of SBI Automotive Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,55,465 Cr and the Latest NAV as of 10 Jun 2026 is ₹11.70. The SBI Automotive Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.
Fund benchmarkNIFTY Auto Total Return Index

Fund house

Rank (total assets)#1 in India
Total AUM₹12,55,465.12 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,